Private Wealth Strategies’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $54.2M | Buy |
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|
2024
Q1 | $54.5M | Buy |
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|
2023
Q4 | $49.2M | Buy |
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|
2023
Q3 | $44.3M | Buy |
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|
2023
Q2 | $43.7M | Buy |
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|
2023
Q1 | $41.3M | Buy |
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|
2022
Q4 | $41.2M | Buy |
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|
2022
Q3 | $36.5M | Buy |
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|
2022
Q2 | $38.2M | Sell |
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|
2022
Q1 | $44.9M | Sell |
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|
2021
Q4 | $46.8M | Buy |
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|
2021
Q3 | $41.7M | Buy |
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|
2021
Q2 | $40M | Buy |
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|
2021
Q1 | $37.1M | Sell |
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|
2020
Q4 | $47.1M | Buy |
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|
2020
Q3 | $39M | Buy |
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|
2020
Q2 | $33.7M | Sell |
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|
2020
Q1 | $29M | Buy |
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|
2019
Q4 | $37.8M | Buy |
|